The Role
The Director of Sales Strategy and Operations will manage fundraising and client relationships, improve partnerships, and enhance sales team effectiveness while working with senior leadership on commercial initiatives.
Summary Generated by Built In
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
The Director, Sales Strategy and Management will serve as the day-to-day manager of Voleon’s fundraising and client relationship management work. The successful candidate will leverage their sales and marketing expertise, world class operational execution, and data-driven business judgment to improve Voleon’s existing client relationships and build new partnerships. Reporting to the Global Head of Investor Relations and Business Development, the successful candidate will have the opportunity to work closely with senior leadership including the CEO, COO, and other key cross functional stakeholders on high priority commercial initiatives. This role is a means to make a difference: the sales, marketing, and relationship management work you lead will directly enhance Voleon’s leading position in the world of quantitative finance.
Responsibilities
- Team Management:
- Co-manage Voleon’s Investor Relations and Client Research teams in partnership with the Global Head of Investor Relations and Business Development.
- Provide coaching, training, and professional development opportunities to enhance sales and relationship management effectiveness.
- Conduct regular performance reviews and implement action plans to develop star performers and support underperforming team members.
- Foster a results-driven and collaborative team culture that aligns with the firm’s mission, values, and strategic goals.
- Sales Strategy & Execution Oversight:
- In partnership with the Global Head of Investor Relations and Business Development, set ambitious growth and client relationship goals.
- Develop and implement structured sales and relationship management processes and performance metrics.
- Monitor progress vs performance metrics and goals and enforce accountability
- Work with senior leadership to refine go-to-market strategies and improve overall business development efforts.
- Operational & Cross-Functional Coordination:
- Oversee CRM management, ensuring accurate tracking of sales activity, pipeline development, and reporting.
- Oversee coordination between Investor Relations and Client Research to align content generation with commercial priorities.
- Partner with Legal, Compliance, Strategy, and other operational teams to support cross functional projects and requests.
- Sales and Relationship Coverage Analysis:
- Analyze sales data and provide actionable insights to senior management for strategic decision-making.
- Develop regular sales and investor relations performance reports, identifying trends, challenges, and areas for improvement.
Requirements
- 12+ years of experience in sales/marketing roles within financial services or at a company serving the financial industry.
- 5+ years of experience managing teams.
- Strong understanding of alternative investment products, capital markets, portfolio management, and other investment concepts.
- Excellent analytical, communication, and process management skills.
- Proficiency in CRM software and sales management and analytics tools.
- Eagerness to work with diverse teams.
- Bachelor's degree.
- MBA and CFA (or comparable certifications) appreciated but not required.
The base salary range for this position is $175,000 to $200,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral Program
If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.
Equal Opportunity Employer
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Vaccination Requirement
The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.
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Top Skills
Analytical Tools
Crm Software
Sales Management Tools
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The Company
What We Do
Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.
The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees hold doctorates in statistics, computer science, and mathematics, among other quantitative disciplines.
Voleon's CEO holds a Ph.D. in Computer Science from Stanford and previously founded and led a successful technology startup. Our Chief Investment Officer and Head of Research is Statistics faculty at UC Berkeley, where he earned his Ph.D. Voleon prides itself on cultivating an office environment that fosters creativity, collaboration, and open thinking. We are committed to excellence in all aspects of our research and operations, while maintaining a culture of intellectual curiosity and flexibility.
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
